Custodial Accounts

Invest on behalf of a minor with a custodial account (also known as an UGMA or UTMA account, based on the Uniform Gifts/Transfers to Minors Acts). A custodial account is a brokerage account with comprehensive trading, mutual fund, and cash management features. Funds in a custodial account are irrevocable gifts and may only be used for the benefit of the minor.

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Intermountain Wealth Management is a Registered Investment Advisor. The company manages several fee-based portfolios comprised of various equity and fixed-income securities. Opinions are based on historical research and data believed to be reliable. There is no guarantee results will be profitable. This website may include forward-looking statements. Although we believe that the expectations reflected in such forward-looking statements are reasonable, we give no assurance that such expectations will prove to be correct. Please consider investment objectives, risk, charges and expenses carefully before investing.